10/15/2019
BNY Mellon's Pershing Unveils New, Centralized Portal for Investment Managers
The new portal enables clients to easily manage and deliver models
Wealth and Asset Management
10/15/2019
Money pours into Ashmore Group despite dollar woes
Net inflows at Ashmore Group reached $2.4 billion in the three months to the end of September.
10/15/2019
PIMFA Women in Wealth Forum Encourages Culture Changes to Help Improve Gender Equality in Finance
Anita Rolls, Founder of So What Do You Do, led a practical, interactive session that looked at key trends disrupting today's world of work, the implications this has for individuals, and how they can capitalise on opportunities.
10/15/2019
Schroders assets under management rise comfortably in first three quarters
The growth was driven by an increase in assets across its asset management and wealth management units
10/15/2019
Serial acquirer expands UK presence with double deal
The deals were part of Fairstone's downstream buy out model
10/15/2019
UBP launches new technology-focused equity long/short strategy on alt UCITS platform
The strategy will utilise a fundamental approach, while research will rely on two main pillars, namely technological innovation and consumer behaviour.
10/15/2019
Swiss private bank issues profit warning
BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.
10/14/2019
Did the Fed just restart quantitative easing?
Another round of formal trade discussions between the US and China kicked off this week
10/14/2019
Why family funds make for sound wealth management structures
There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.
10/14/2019
HSBC relaunches wealth management product for families
“Majority of our customers are Filipinos... well-educated Filipinos,” Faulhaber said.
10/14/2019
Nicole A. Reinhard: «Our focus is on the whole of German-speaking Switzerland»"
On these premises, we then separated ourselves from a few customers who no longer met our regulatory and asset-based requirements.
10/14/2019
A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO
This is such an exciting time for our industry
10/14/2019
Wealth management group expands in Belfast with 3 new hires
Our new office opened in December last year to meet the needs of our growing client base in the region.
10/14/2019
Indonesia's rising HNW population is 'opportunity for wealth managers'
This represents an average annual growth rate (AAGR) of 7.3 per cent. The number is expected to grow further to 1.5 million in 2022.
10/14/2019
Inside JP Morgan, Moving On From WeWork is Proving to Be a Messy Proposition
But Erdoes has been a fixture when it comes to WeWork-related matters at the bank, according to sources with knowledge of the discussions—a testament to how deep ties have run between America’s largest financial institution and the coworking s
10/14/2019
BCA eyes retail investment customers with wealth management app
Wealth management services contributes 5 percent to the bank’s revenue.
10/14/2019
Introducing Frédéric Drouin, UHNW Business Club member
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/11/2019
New York City Is the World’s Wealthiest, With US$3 Trillion in Total Wealth
A city’s total wealth refers to the private wealth
10/11/2019
Why Dubai matters to the rich
Emirate's wealth set to grow strongly over the next decade
10/11/2019
JP Morgan PB opens trust business in Singapore
The trust company will help wealth administration and succession planning for JP Morgan Private Bank’s clients in Asia.